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Portfolio (Quarterly) Guide ↗

Point72 Asset Management

· CIK 0001603466
13F Portfolio $78.1B AUM 3,704 positions Filed May 15, 2026 ← All Funds
Q1 2026 Q4 2025 · All 877 New 1289 Added 1434 Reduced 1035 Exited
Page 170 of 186  ·  3,704 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3381 KRNY KEARNY FINL CORP MD Financial Services 38,265.0 $289K -142K -78.8% $7.55 +5.8%
3382 AEVA PUT AEVA TECHNOLOGIES INC Consumer Cyclical 21,900.0 $288K -4K -16.4% $13.16 +44.4%
3383 PHO INVESCO EXCHANGE TRADED FD T 4,297.0 $287K +580.0 +15.6% $66.86 -4.1%
3384 PRCT CALL PROCEPT BIOROBOTICS CORP Healthcare 11,400.0 $285K $25.01 +4.0%
3385 NVAX CALL NOVAVAX INC Healthcare 35,000.0 $285K -94K -72.9% $8.14 +11.3%
3386 SKYY CALL FIRST TR EXCHANGE-TRADED FD 2,600.0 $284K -500.0 -16.1% $109.36 +17.1%
3387 SVC SERVICE PPTYS TR Real Estate 209,562.0 $284K NEW $1.36 +22.5%
3388 HBM CALL HUDBAY MINERALS INC Basic Materials 13,500.0 $282K -13K -49.8% $20.90 +16.1%
3389 EWZ ISHARES INC 7,341.0 $282K NEW $38.39 -6.5%
3390 REPOSITRAK INC 36,920.0 $281K +19K +108.4% $7.60
3391 STRATA CRITICAL MEDICAL INC 67,030.0 $280K NEW $4.18
3392 FSK CALL FS KKR CAP CORP Financial Services 27,300.0 $278K NEW $10.18 +5.3%
3393 VFH PUT VANGUARD WORLD FD 2,300.0 $278K NEW $120.81 +3.7%
3394 ORLY PUT OREILLY AUTOMOTIVE INC Consumer Cyclical 3,000.0 $277K +700.0 +30.4% $92.31 -0.6%
3395 ARTNA ARTESIAN RES CORP Utilities 8,690.0 $277K NEW $31.85 -0.0%
3396 CRS PUT CARPENTER TECHNOLOGY CORP Industrials 700.0 $276K -11K -93.9% $394.15 +2.6%
3397 KLC KINDERCARE LEARNING COMPANIE Consumer Defensive 125,244.0 $276K -52K -29.4% $2.20 +76.8%
3398 ISBA ISABELLA BK CORP Financial Services 5,989.0 $274K $45.67 -8.4%
3399 NWS NEWS CORP NEW Communication Services 9,588.0 $273K -67K -87.5% $28.51 +6.0%
3400 ARES PUT ARES MANAGEMENT CORPORATION Financial Services 2,500.0 $273K NEW $109.10 +11.0%
Page 170 of 186  ·  3,704 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 28.2%
Consumer Cyclical 12.8%
Healthcare 12.8%
Industrials 11.8%
Financial Services 9.7%
Consumer Defensive 6.1%
Communication Services 5.3%
Energy 4.4%
Utilities 3.2%
Basic Materials 3.1%